Carson Wealth (CWM LLC)
SRCE icon

Carson Wealth (CWM LLC)’s 1st Source SRCE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$399K Sell
5,771
-509
-8% -$34.3K ﹤0.01% 2178
2025
Q4 		$392K Buy
6,280
+1,352
+27% +$83.6K ﹤0.01% 2075
2025
Q3 		$303K Buy
4,928
+2,231
+83% +$140K ﹤0.01% 2129
2025
Q2 		$167K Sell
2,697
-440
-14% -$26.2K ﹤0.01% 2333
2025
Q1 		$188K Sell
3,137
-212
-6% -$13.1K ﹤0.01% 1961
2024
Q4 		$196K Buy
3,349
+314
+10% +$19.4K ﹤0.01% 1836
2024
Q3 		$182K Buy
3,035
+1,672
+123% +$98.5K ﹤0.01% 1803
2024
Q2 		$73K Buy
1,363
+1,198
+726% +$60.7K ﹤0.01% 2206
2024
Q1 		$9K Buy
165
+161
+4,025% +$8.25K ﹤0.01% 3418
2023
Q4 		$0 Sell
4
-16
-80% -$767 ﹤0.01% 4498
2023
Q3 		$1K Hold
20
– – ﹤0.01% 4083
2023
Q2 		$1K Sell
20
-190
-90% -$8.17K ﹤0.01% 4071
2023
Q1 		$9K Sell
210
-26
-11% -$1.27K ﹤0.01% 3032
2022
Q4 		$13K Buy
236
+16
+7% +$872 ﹤0.01% 2667
2022
Q3 		$10K Buy
220
+25
+13% +$1.19K ﹤0.01% 2700
2022
Q2 		$9K Sell
195
-193
-50% -$8.71K ﹤0.01% 2668
2022
Q1 		$18K Buy
+388
New +$19.2K ﹤0.01% 2149

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s SRCE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its 1st Source (SRCE) stake by 8.1% in Q1 2026, selling an estimated $34.3K and leaving 5,771 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Carson Wealth (CWM LLC) first reported a position in SRCE in Q1 2022 and has held it in 17 quarters since. 205 funds tracked by Wall St. Rank hold SRCE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,771 shares of 1st Source worth $399K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 509 1st Source shares in Q1 2026, an estimated $34.3K.
  • 1st Source made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2178 holding.
  • Carson Wealth (CWM LLC) first reported a position in 1st Source in Q1 2022 and has held it in 17 quarters since.
  • 205 funds tracked by Wall St. Rank held 1st Source as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.